Jeremy Alan Nansen

Current Employers

Summit Global Investments, Llc

620 South Main Street, Bountiful, UT 84010 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-06-06

CA RA
APPROVED

Since 2025-06-06

Branch Locations

Oceanside, CA • United States

620 South Main Street, Bountiful, UT 84010 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Granite Wealth Advisors	Temecula	CA	09/2024	03/2025
United States Marine Corps	Camp Pendleton	CA	06/2001	08/2024
Regional Intelligence Training Center	Camp Pendleton	CA	08/2024	Present
Summit Global Investments	Bountiful	UT	03/2025	Present

09/2024 → 03/2025

Granite Wealth Advisors

Temecula, CA
06/2001 → 08/2024

United States Marine Corps

Camp Pendleton, CA
08/2024 → Present

Regional Intelligence Training Center

Camp Pendleton, CA
03/2025 → Present

Summit Global Investments

Bountiful, UT

Previous Registrations

2024-10-09 → 2025-04-10

Granite Wealth Advisors

Temecula, CA

Other Businesses

Regional Intelligence Training Center not investment-related Building 16058T, Camp Pendleton, CA 92055 Government Services Intelligence Instructor 5 Aug 2024 40 hours per week 4-8 hours during trading I provide instruction and mentorship to the Marine intelligence community on intelligence tactics.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-08-03

S65 Uniform Investment Adviser Law Examination

2024-08-03

View on SEC IAPD